Fintech in focus: Conquest Planning
Planning software helps with client engagement
Top Stories in Practice
How Manulife Securities-Fidelity deal signals a larger trend
Fidelity Clearing Canada will provide its uniFide back-office technology to Manulife Securities
- By: Greg Meckbach
- March 20, 2023 March 20, 2023
- 17:47
As markets roil, advisors toil: how you handled the SVB fallout
Amid fraught headlines, here's how financial advisors served clients this week
- By: Michelle Schriver
- March 17, 2023 March 22, 2023
- 16:16
Different approach to planning can build relationships with female clients
Why the industry needs more female advisors
- By: Maddie Johnson
- March 7, 2023 March 8, 2023
- 16:30
Keeping the cost of death down
Planning helps clients avoid overspending on funerals, burials
- By: Rosa Saba, The Canadian Press, Staff
- February 23, 2023 February 23, 2023
- 12:28
Most Canadian snowbirds winging it financially: CIBC poll
Despite economic concerns, respondents didn't speak to a financial professional
- By: Staff
- February 2, 2023 February 2, 2023
- 11:49
Equisoft combining online tools for advisors
My Financial Benchmark and Financial Calculators will be in one hub
- By: Greg Meckbach
- January 17, 2023 January 17, 2023
- 15:15
How to help clients cope with inflation
Advisors can help clients build confidence and financial well-being
- By: Maddie Johnson
- January 9, 2023 January 9, 2023
- 16:30
Turning social media leads into clients
Fewer than one-third of advisors surveyed had a defined marketing strategy
- By: Staff
- December 14, 2022 December 14, 2022
- 14:02
Strategies for clients struggling with inflation
Advisors can help clients with debt and long-term goals
- By: Maddie Johnson
- December 6, 2022 December 6, 2022
- 16:30
The convenience, trade-offs and pitfalls of e-signatures
A welcome industry development gets a critical assessment
- By: Michelle Schriver
- December 2, 2022 December 2, 2022
- 16:53
They’re coming: How to fit gen Z advisors into your practice
This generation brings a different approach to work
- By: Todd Humber
- November 30, 2022 November 29, 2022
- 09:00
Leveraging technology to serve your clients
Advisors face a host of challenges integrating new tech
- By: Maddie Johnson
- November 25, 2022 November 25, 2022
- 09:32
Advisor business support growing across Canada’s wealth firms
There's higher demand for advisor coaching and consulting that can't be ignored
- By: Katie Keir
- November 24, 2022 November 24, 2022
- 09:00
How to prepare for the hybrid DIY future
Digitization can provide product advice, but clients still want to talk to humans
- By: Greg Meckbach
- October 11, 2022 October 11, 2022
- 13:08
Ethereum completes ‘Merge’ upgrade to network
The long-awaited change has implications for investors
- By: Daniel Calabretta
- September 15, 2022 September 15, 2022
- 09:58
How to prevent client complaints
At FP Canada's annual conference, Ellen Bessner outlined red flags to identify and mitigate
- By: Michelle Schriver
- November 24, 2022 November 25, 2022
- 16:36
Asking clients the right questions to build relationships
Advisors' questions can influence how much clients share and how comfortable they are
- By: Katie Keir
- November 23, 2022 November 23, 2022
- 14:08
Tips for two tough conversations with clients
Care needs, living benefits were topics at IFB’s fall summit
- By: Michelle Schriver
- November 9, 2022 November 10, 2022
- 14:46
Halfway through an SRO ban, ex-rep agrees to new suspension
An OSC enforcement action against a former rep has extended an existing suspension
- By: James Langton
- February 9, 2021 February 9, 2021
- 12:15
CE Course: Optimal asset location
Examining how taxes, expected investment outcomes and utility can affect asset location
- By: Benjamin Felix
- October 15, 2020 October 16, 2020
- 16:00
CFAs can fast-track to planner designation under new IAFP program
Applicants will still be required to submit a comprehensive financial plan and complete a technical exam
- By: Staff
- October 5, 2020 October 15, 2020
- 11:41
Help retired clients avoid high-pressure sales tactics
Be sensitive to the psychology and life-stage perspective of retirees
- By: Al Emid
- November 6, 2013 December 9, 2019
- 07:00
Advisors can do more to help their clients relax in retirement
Retirees are re-assessing how they deal with financial markets
- By: Al Emid
- October 30, 2013 December 9, 2019
- 07:00
The whole picture: Understanding the needs of aging clients
The process of aging can take its toll
- By: Jill O’Donnell and Graham McWaters
- October 23, 2013 December 9, 2019
- 07:00